MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.71M
3
+$7.67M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.43M
5
MZTI
The Marzetti Company
MZTI
+$6.16M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.85M
4
TREX icon
Trex
TREX
+$5.59M
5
TDOC icon
Teladoc Health
TDOC
+$5.56M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 2.43%
314,996
+123,192
2
$11.3M 2.39%
+355,814
3
$9.75M 2.07%
44,969
+6,346
4
$8.9M 1.89%
200,805
+46,772
5
$8.71M 1.85%
+171,387
6
$8.62M 1.83%
134,565
+4,226
7
$7.95M 1.69%
56,998
+7,898
8
$7.85M 1.67%
78,273
+10,838
9
$7.67M 1.63%
+175,833
10
$7.61M 1.62%
139,401
+64,866
11
$7.57M 1.61%
303,082
+106,653
12
$6.8M 1.45%
101,300
-6,471
13
$6.76M 1.44%
220,342
+61,066
14
$6.63M 1.41%
125,907
-19,639
15
$6.62M 1.41%
320,531
+195,381
16
$6.61M 1.4%
233,080
+32,980
17
$6.58M 1.4%
78,331
+11,411
18
$6.43M 1.37%
+360,676
19
$6.37M 1.35%
153,690
+8,852
20
$6.24M 1.33%
290,891
-73,857
21
$6.16M 1.31%
+39,745
22
$6.15M 1.31%
+87,565
23
$6.13M 1.3%
213,418
+76,126
24
$6.08M 1.29%
179,476
+117,940
25
$6.07M 1.29%
236,578
+79,921
1
2 3 4 5